See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,367 | $157,256-85.1% | $141,162-83.4% | $152,861-84.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.27% | 64.32%-42.1pp | 71.39%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,910 | $5,261-63.7% | $4,735-59.7% | $4,762-59.9% |
| Participant deferral / active EE | $2,359 | $7,109-66.8% | $6,709-64.8% | $5,850-59.7% |
| Admin fee / account holder | $25 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |